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iShares Core S&P US Value ETF
IUSV

Overview Fund Activity

482 hedge funds and large institutions have $8.29B invested in iShares Core S&P US Value ETF in 2022 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 169 increasing their positions, 150 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
+3
Holders Change %
+0.63%
% of All Funds
8.15%
Holding in Top 10
37
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.78%
% of All Funds
0.63%
New
49
Increased
169
Reduced
150
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$260M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$23.7M
3
Natixis Advisors
Natixis Advisors
Massachusetts
+$12.9M
4
F
F3Logic
Minnesota
+$10.4M
5
Morgan Stanley
Morgan Stanley
New York
+$9.47M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$368M
2
SG
StoneX Group
New York
-$46.2M
3
CG
Colony Group
Massachusetts
-$21.5M
4
PBF
Petix & Botte Financial
California
-$9.85M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$8.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
W
176
Wealthquest
Ohio
$1.59M +$559K +14,123 +54%
AI
177
Atria Investments
North Carolina
$1.58M -$531K -7,934 -25%
Mariner
178
Mariner
Kansas
$1.58M +$106K +1,583 +7%
EWM
179
Endurance Wealth Management
Rhode Island
$1.56M -$13.4K -200 -0.8%
TWM
180
TriaGen Wealth Management
California
$1.49M – – –
MSAM
181
Moloney Securities Asset Management
Missouri
$1.43M +$4.75K +71 +0.3%
LFS
182
Legacy Financial Strategies
Kansas
$1.39M +$16.9K +252 +1%
IA
183
IFP Advisors
Florida
$1.34M – – –
APWM
184
Atlas Private Wealth Management
New York
$1.33M +$16.5K +247 +1%
Mercer Global Advisors
185
Mercer Global Advisors
Colorado
$1.33M +$567K +8,478 +74%
ES
186
Eagle Strategies
New York
$1.31M -$174K -2,607 -12%
FHC
187
First Heartland Consultants
Missouri
$1.3M -$31.1K -466 -2%
MWM
188
Mascoma Wealth Management
New Hampshire
$1.22M -$249K -3,718 -17%
TVAMP
189
Tennessee Valley Asset Management Partners
Tennessee
$1.21M -$2.47K -37 -0.2%
MIAN
190
Mariner Independent Advisor Network
Kansas
$1.17M -$33.2K -492 -3%
FPAS
191
Focus Partners Advisor Solutions
Missouri
$1.15M +$1.15M +17,247 New
Comerica Bank
192
Comerica Bank
Texas
$1.13M -$1.46M -21,268 -56%
FA
193
Fortis Advisors
Pennsylvania
$1.09M +$5.09K +76 +0.5%
CPW
194
Catalyst Private Wealth
California
$1.08M +$113K +1,692 +12%
BWM
195
Brickley Wealth Management
California
$1.07M +$663K +9,903 +161%
FFG
196
Ford Financial Group
California
$1.07M -$158K -2,362 -13%
SW
197
SVB Wealth
Massachusetts
$1.07M -$134 -2 -0%
SLA
198
Silver Lake Advisory
Utah
$1.06M -$5.35K -80 -0.5%
First Manhattan
199
First Manhattan
New York
$1.06M -$68.5K -1,025 -6%
MFA
200
Morling Financial Advisors
California
$1.05M – – –
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